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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,142 | $61,356-55.8% | $149,696-81.9% | $71,511-62.0% |
| Participation rate | 20.0% | 62.5%-42.5pp | 78.8%-58.8pp | 67.9%-47.9pp |
| Annual return | 12.17% | 35.86%-23.7pp | 134.46%-122.3pp | 28.86%-16.7pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $854 | $2,920-70.7% | $5,682-85.0% | $4,291-80.1% |
| Admin fee / account holder | $14 | $1,263-98.9% | $13,212-99.9% | $1,588-99.1% |